Resource center/Forms
Visual guide

Fill in and follow a form

Complete a draft Custom Form, save its content, add a comment and review activity.

5 minutes
Product screenshot: Fill in and follow a form
Step by step

Follow each step on screen

  1. 01

    Open the form from the list and confirm Draft status.

    Step 1: Open the form from the list and confirm Draft status.
  2. 02

    Find the fields under General. This form type includes NOTES.

    Step 2: Find the fields under General. This form type includes NOTES.
  3. 03

    Enter the form notes.

    Step 3: Enter the form notes.
  4. 04

    When Unsaved changes appears, select Save changes.

    Step 4: When Unsaved changes appears, select Save changes.
  5. 05

    Verify the content remains visible and no unsaved changes remain.

    Step 5: Verify the content remains visible and no unsaved changes remain.
  6. 06

    If you need an update, write it in Comments.

    Step 6: If you need an update, write it in Comments.
  7. 07

    Send the comment.

    Step 7: Send the comment.
  8. 08

    Verify the comment appears in the conversation.

    Step 8: Verify the comment appears in the conversation.
  9. 09

    Expand form Activity to review status events. Before issue, the example shows CREATED.

    Step 9: Expand form Activity to review status events. Before issue, the example shows CREATED.
FAQ

Frequently asked questions

What was verified and what remains untested?+

The comment appeared in Comments, not as a separate activity event. Other form templates may have different fields.

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